Geller Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,779
| Closed | -$457K | – | 266 |
|
|
2023
Q3 | $457K | Sell |
5,779
-1,512
| -21% | -$120K | 0.05% | 125 |
|
|
2023
Q2 | $647K | Buy |
+7,291
| New | +$647K | 0.08% | 84 |
|
|
2022
Q3 | – | Sell |
-4,062
| Closed | -$367K | – | 143 |
|
|
2022
Q2 | $367K | Buy |
4,062
+7
| +0.2% | +$632 | 0.08% | 71 |
|
|
2022
Q1 | $452K | Buy |
4,055
+85
| +2% | +$9.48K | 0.08% | 64 |
|
|
2021
Q4 | $413K | Buy |
3,970
+5
| +0.1% | +$520 | 0.08% | 75 |
|
|
2021
Q3 | $500K | Sell |
3,965
-203
| -5% | -$25.6K | 0.11% | 57 |
|
|
2021
Q2 | $520K | Sell |
4,168
-2
| -0% | -$250 | 0.11% | 51 |
|
|
2021
Q1 | $495K | Buy |
4,170
+797
| +24% | +$94.6K | 0.12% | 50 |
|
|
2020
Q4 | $452K | Hold |
3,373
| – | – | 0.11% | 47 |
|
|
2020
Q3 | $352K | Sell |
3,373
-251
| -7% | -$26.2K | 0.1% | 47 |
|
|
2020
Q2 | $334K | Buy |
+3,624
| New | +$334K | 0.1% | 48 |
|